Texas Instruments Incorporated $TXN Shares Sold by Mesirow Financial Investment Management Inc.

Mesirow Financial Investment Management Inc. decreased its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 35.8% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 6,320 shares of the semiconductor company’s stock after selling 3,528 shares during the quarter. Mesirow Financial Investment Management Inc.’s holdings in Texas Instruments were worth $1,096,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of TXN. Amundi lifted its position in Texas Instruments by 61.0% during the 3rd quarter. Amundi now owns 9,445,243 shares of the semiconductor company’s stock worth $1,717,240,000 after acquiring an additional 3,580,147 shares in the last quarter. Invesco Ltd. raised its stake in shares of Texas Instruments by 16.8% during the third quarter. Invesco Ltd. now owns 16,435,001 shares of the semiconductor company’s stock valued at $3,019,603,000 after purchasing an additional 2,366,695 shares during the period. Van ECK Associates Corp lifted its position in shares of Texas Instruments by 21.8% during the third quarter. Van ECK Associates Corp now owns 9,134,203 shares of the semiconductor company’s stock worth $1,678,227,000 after purchasing an additional 1,635,870 shares in the last quarter. Marshall Wace LLP purchased a new position in shares of Texas Instruments in the third quarter valued at $282,492,000. Finally, Corient Private Wealth LLC boosted its stake in shares of Texas Instruments by 94.9% in the second quarter. Corient Private Wealth LLC now owns 2,517,451 shares of the semiconductor company’s stock valued at $522,559,000 after purchasing an additional 1,225,524 shares during the period. Institutional investors and hedge funds own 84.99% of the company’s stock.

Wall Street Analysts Forecast Growth

TXN has been the topic of several analyst reports. Rosenblatt Securities lifted their price target on shares of Texas Instruments from $240.00 to $330.00 and gave the stock a “buy” rating in a research note on Thursday, April 23rd. Bank of America upgraded Texas Instruments from a “neutral” rating to a “buy” rating and raised their target price for the company from $235.00 to $320.00 in a research note on Thursday, April 23rd. Sanford C. Bernstein reaffirmed a “market perform” rating and set a $205.00 target price on shares of Texas Instruments in a research report on Wednesday, January 28th. TD Cowen increased their price target on Texas Instruments from $250.00 to $300.00 and gave the company a “buy” rating in a report on Thursday, April 23rd. Finally, UBS Group raised their price objective on Texas Instruments from $260.00 to $295.00 and gave the company a “buy” rating in a research note on Thursday, April 23rd. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, ten have given a Hold rating and four have issued a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Hold” and an average price target of $258.45.

Key Stories Impacting Texas Instruments

Here are the key news stories impacting Texas Instruments this week:

• Positive Sentiment: Texas Instruments’ analog business is reported to be rebounding strongly, with Q1 analog revenues up 22% to $3.92 billion as industrial demand and AI data-center spending improve the outlook for 2026. Article Title
• Positive Sentiment: Cantor Fitzgerald raised its price target on TXN to $300, signaling continued analyst confidence even though it kept a neutral stance. Article Title
• Positive Sentiment: The stock is drawing heavy investor attention and is trading near its 52-week high, which suggests momentum remains strong. Article Title
• Neutral Sentiment: A recent article highlighted TXN’s sharp run-up and questioned whether the stock is now fully valued after its rapid gain, which may temper near-term enthusiasm. Article Title
• Negative Sentiment: Director Carrie Smith Cox sold 8,838 shares at an average price of $306.41, a sizable reduction in her holdings that can sometimes be viewed as a caution signal by investors. Article Title
• Negative Sentiment: VP Shanon Leonard also sold shares earlier this week, adding to insider selling activity around the stock. Article Title

Insider Buying and Selling at Texas Instruments

In other Texas Instruments news, VP Mark Gary sold 13,689 shares of the stock in a transaction on Thursday, April 30th. The shares were sold at an average price of $279.25, for a total transaction of $3,822,653.25. Following the sale, the vice president directly owned 45,547 shares of the company’s stock, valued at approximately $12,718,999.75. This represents a 23.11% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Shanon J. Leonard sold 4,963 shares of the firm’s stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $295.22, for a total transaction of $1,465,176.86. Following the completion of the transaction, the vice president owned 24,867 shares in the company, valued at approximately $7,341,235.74. The trade was a 16.64% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 257,584 shares of company stock worth $70,960,318. 0.60% of the stock is owned by insiders.

Texas Instruments Price Performance

TXN opened at $308.17 on Friday. The company has a market capitalization of $280.46 billion, a P/E ratio of 52.77, a PEG ratio of 1.53 and a beta of 1.31. The company has a 50-day moving average of $225.86 and a 200-day moving average of $200.63. The company has a debt-to-equity ratio of 0.77, a quick ratio of 2.94 and a current ratio of 4.46. Texas Instruments Incorporated has a 1-year low of $152.73 and a 1-year high of $310.29.

Texas Instruments (NASDAQ:TXN) last issued its quarterly earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 EPS for the quarter, topping the consensus estimate of $1.37 by $0.31. The business had revenue of $4.83 billion for the quarter, compared to analysts’ expectations of $4.85 billion. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The company’s quarterly revenue was up 18.6% compared to the same quarter last year. During the same quarter last year, the company posted $1.23 earnings per share. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. Equities analysts expect that Texas Instruments Incorporated will post 7.69 EPS for the current fiscal year.

Texas Instruments Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, May 19th. Stockholders of record on Tuesday, May 5th will be issued a $1.42 dividend. This represents a $5.68 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date is Tuesday, May 5th. Texas Instruments’s payout ratio is 97.26%.

Texas Instruments Company Profile

Texas Instruments Inc (NASDAQ: TXN) is a global semiconductor company headquartered in Dallas, Texas, that designs and manufactures analog and embedded processing chips. The company’s products are used across a wide range of end markets, including industrial, automotive, personal electronics, communications and enterprise equipment. TI’s business emphasizes components that condition, convert, manage and move electrical signals—capabilities that are foundational to modern electronic systems.

TI’s product portfolio includes a broad array of analog integrated circuits—such as power management, amplifiers, data converters and interface devices—as well as embedded processors and microcontrollers used to control systems and run real-time applications.